Midyear Joins - Long Version

(this selection is located in the “create invoice” screen under the billing tab at bottom of main screen and is used when a member is adding a division/section/round table to an existing record where the basic dues were previously paid)

Open the XTENDER and put a check in the box to the left of the item(s) being added to the current record.
Go to CREATE INVOICE , select NEW, RENEWALS and scroll down to MID YEAR JOIN (no ALA dues) then click on RUN.
System will bill the correct amount of dues according to the member type.

Go to the PAYMENT screen and enter the payment for the item being added. Don’t forget to double click on the free items with the asterisk if it is applicable at this time.
Make sure the expiration date of the new item matches the ALA expiration date.

There is a great possibility that you might have to manually change this date because the system will give it a date to match the cash batch date instead of the membership renewal date.
EX:
Member with 12/08 expiration adding YALSA for the first time to their record in a June batch will automatically be given an expiration date of 5/31/09 for YALSA.

To manually change this date to match the ALA expiration date; put the cursor in the “paid thru” box in the middle of the screen, enter the correct expiration date 12/31/08. The system will open a box at the top of the screen with the following prompt “adjust effective date/or a renewal month 06/01/08 change date to 12/31/08 and the effective date will change to 01/01/08 (which is the correct start date for a December item) Click on SAVE.

Go to ACTIVITIES at the bottom of the screen, double click to the left of the BASIC DUES category for the current year, select EDIT and remove the “card sent” date.
(removing the card sent date must be done every time a member is adding something to an existing current record so they will get an updated membership card. This does not have to be done when a person is paying their basic dues because the system automatically prints a card for every record processed that included a basic dues payment.